UNIFIED SER TR ONEASCENT EMGRG is a security (CUSIP 90470L469) tracked across SEC portfolio filings. 29 institutional managers reported $80.6M on Form 13F as of 2026-06-30.
Showing 15 of 29 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | BIRMINGHAM, AL | $35.5M | 880,963 |
| OneAscent Wealth Management LLC | BIRMINGHAM, AL | $18.1M | 448,430 |
| Atria Investments, Inc | Charlotte, NC | $5.2M | 103,903 |
| OneAscent Family Office, LLC | BIRMINGHAM, AL | $3.2M | 80,190 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $2.4M | 48,790 |
| First Heartland Consultants, Inc. | LAKE ST. LOUIS, MO | $2.1M | 41,978 |
| OLD MISSION CAPITAL LLC | CHICAGO, IL | $1.9M | 46,874 |
| Inspire Advisors, LLC | Meridian, ID | $1.7M | 41,302 |
| PATRON PARTNERS, LLC | HOUSTON, TX | $1.4M | 35,818 |
| Frontier Asset Management, LLC | SHERIDAN, WY | $1.4M | 28,426 |
| RFG Advisory, LLC | BIRMINGHAM, AL | $1.2M | 23,784 |
| Valmark Advisers, Inc. | AKRON, OH | $1.1M | 21,964 |
| OneAscent Investment Solutions LLC | BIRMINGHAM, AL | $1.1M | 26,807 |
| Plan A Wealth LLC | LINCOLN, NE | $776K | 15,556 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $584K | 11,705 |